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Staging a comeback
Market Briefing
December 19, 2025
Good morning.
The Fast Five → Stocks stage comeback after CPI cools, Trump signs order to ease cannabis restrictions, TikTok signed agreements for US joint venture. Nike’s struggles continue, new US, Trump Media bets on fusion energy, Goldman sees gold at $4,900 by December 2026…
📌 Jeff Bezos was quietly backing a breakthrough that could reshape dailyx life in ways most people aren’t prepared for. Scientists have called this technology "the holy grail"... "the most important discovery since fire"... even "bigger than the industrial revolution." And when it hits, it won't just change Amazon. It will change nearly every industry on the planet. Learn more now → (ad)
Calendar: (*Shutdown may affect key data. All times ET) - Full Calendar »
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Your 5-minute briefing for Friday, Dec 19:
BEFORE THE OPEN
As of market close 12/18/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 44.59% for Week of DEC 11 2025
Previous week: 44.29%
Market Wrap:
Futures flat after stocks snap losing streak
Dow -0.2%, Nasdaq -0.1%, S&P flat
Nike -10% after China weakness, tariff hit
CPI cooler than expected, boosts rate-cut hopes
Tech rebounds; Micron guide steadies AI trade
Quadruple witching looms Friday
EARNINGS
No earnings watched today: See full earnings list here »
The Amazon Story Nobody Sees Coming
Amazon has already changed how we shop, read, watch TV, run businesses, store data, and receive packages.
It disrupted retail... rewrote the rules of logistics... and built the cloud that powers most of the modern Internet.
For 14 years, Jeff Bezos has been quietly backing a breakthrough far bigger than Prime, AWS, or any product Amazon has ever released. Most investors don't even know it exists.
But as soon as January 1, I believe it could reach the moment when its impact becomes undeniable.
This shift could open the door to a $40 trillion transformation - larger than AI, EVs, crypto, quantum computing, and robotics combined.
If you think Amazon changed the world before... this will dwarf all of its past innovations.
Whitney Tilson - Editor
Stansberry Research
- a message from Stansberry Research -
HEADLINES
Trump’s executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades.
For the Fed's next policy decision in January, swaps are implying an about 22% chance of a cut — slightly higher than before the release.
S&P 500, Nasdaq jump after cool inflation data (more)
Here’s the inflation breakdown for November 2025—in one chart (more)
'Warrior dividend' is latest in Trump's tariff-revenue ideas (more)
Trump Media bets on fusion energy with $6 billion TAE deal (more)
US weekly jobless claims fall as seasonal volatility persists (more)
Goldman sees gold at $4,900 by December 2026 (more)
Energy Dept taps Big Tech for AI-powered research push (more)
Bank of Japan set to raise interest rates to 30-year high (more)
Tesla's 'Musk premium' in focus with SpaceX IPO in view (more)
Nike’s struggles continue, but turnaround plan may be working (more)
TikTok says it signed agreements for new US joint venture (more)
Friday could be a wild day of trading on Wall Street. Here’s why (more)
Warner Bros. falls below Netflix offer as bidding war hopes cool (more)
DEALFLOW
M+A | Investments
Trump Media and TAE Technologies are reporting as an all-stock merger valued at ~$6B
ABM to acquire WGNSTAR
Fiserv acquires StoneCastle
Trading Technologies International acquires OpenGamma
Fixated receives $50M investment from Eldridge Industries
Cosan receives strategic growth investment
VC
Lovable raised $330M in Series B funding for its AI-powered software development platform
Imprint, a financial platform enabling brands to engage their customers, raised $150M in Series D financing
Chai Discovery secured $130M in Series B funding for its AI-designed biologics platform
Mythic, an accelerated computing company, raised $125M in funding
Atavistik Bio raised $120M in Series B funding to advance precision allosteric therapeutics
Nirvana Insurance raised $100M in Series D funding for its AI-driven commercial platform for consumer brands
Octane raised $100M in Series F funding to expand its powersports financing solutions
Edison Scientific, an AI scientist startup, raised $70M in Seed funding
Thread, an AI service desk platform for MSPs, raised $18M in Growth funding
GravityLabs raised $17M in Series A funding to expand its AI wellness platform
Arcads.ai, a go-to platform for creating marketing videos with AI, raised $16M in Seed funding
Clarity Pediatrics, a telehealth pediatric chronic care company, raised $14.5M in Series A funding
Wearlinq, a provider of wearable health monitoring and diagnosis solutions, raised $14M in Series A funding
Paramify raised $12M in Series A funding for its automated compliance platform
InfiniteWatch, an AI-native platform for customer interaction intelligence, raised $4M in funding
Katalist, an AI platform for professional video production, raised $1.5M in funding
UpCharge, a Shopify solution for merchants, raised $900K in funding
CRYPTO
BULLISH BITES
🛠 The Bezos project nobody saw coming *
💼 The pain points and bright spots in a patchy US inflation report.
💰 Wells Fargo’s investment bankers are having their best year ever.
💼 What to do if you suspect you’re about to be laid off this holiday season.
🍷 Robb Report: Our wine editors’ 10 favorite bottles of the year.
DAILY SHARES
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